Uber, Samsung & Huawei – Q2 19 update
Uber has lost its soul The news of layoffs at Uber comes at a difficult time for the company which is now hostage to the...
Apple FQ3 19 – iPhone-o-holic
Still a one-product company. Apple reported good results as iPhone growth declines slowed and services continued to chug along nicely. However, I still think that...
GM Cruise – Speedbump
GM Cruise accepts reality Autonomous Cruise vehicles are no longer expected to be on the streets of San Francisco this year as Cruise has finally...
Android Q – Turkey vote
The notion that Android can be privacy-focused is absurd Google promised that Android would become more privacy-friendly in its latest release, but the notion that...
Alphabet & Amazon – Over and under
Alphabet Q2 19 Cloud and Pixel lift Alphabet over the bar Alphabet reported strong Q2 19 results as Google Cloud and the Pixel 3a put...
Facebook & Tesla – Surprising times
Tesla Q2 19 Record shipments and more losses spells trouble. Tesla’s fundamental inability to make money by selling cars came back to haunt it again...
Apple & Intel – Fuzzy logic
Acquiring Intel’s modem business now makes no sense. The WSJ (see here) is reporting that Apple is close to buying Intel’s modem business but given...
Open AI & Microsoft – Lottery ticket
Microsoft takes a punt on Open AI. Open AI, the “non-profit” AI company, has taken a $1bn investment from Microsoft that sees Microsoft buy itself...
App Store Wars – The Phantom Menace.
Signs of the rebellion are gathering pace. The rebellion against the current status quo in-app distribution is growing and it is Apple that may find...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
8K & 3D – The long hard road.